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Regal Wealth Group’s American Electric Power AEP Stock Holding History

Regal Wealth Group’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-223
Closed -$19K – 54
2021
Q1 		$19K Buy
223
+2
+0.9% +$161 0.01% 146
2020
Q4 		$18K Buy
221
+2
+0.9% +$174 0.01% 137
2020
Q3 		$18K Buy
219
+2
+0.9% +$165 0.01% 126
2020
Q2 		$17K Buy
+217
New +$17.7K 0.01% 125
2017
Q1 		– Sell
-69
Closed -$4K – 152
2016
Q4 		$4K Hold
69
– – ﹤0.01% 137
2016
Q3 		$4K Hold
69
– – ﹤0.01% 148
2016
Q2 		$5K Buy
+69
New +$4.52K ﹤0.01% 135

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Regal Wealth Group's AEP Position: Q2 2021 in Review

Regal Wealth Group sold out of American Electric Power (AEP) in Q2 2021, closing a stake of 223 shares — an estimated $19K sold.

Regal Wealth Group first reported a position in AEP in Q2 2016 and held it in 7 quarters. The position peaked at $19K in Q1 2021. 1,194 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

  • Regal Wealth Group reported no remaining American Electric Power position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 223 American Electric Power shares in Q2 2021, an estimated $19K.
  • Regal Wealth Group first reported a position in American Electric Power in Q2 2016 and held it in 7 quarters.
  • Regal Wealth Group's American Electric Power position peaked at $19K in Q1 2021.
  • 1,194 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.